Eaton Vance Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eaton Vance Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.59M	Sell	48,010 -4,640	-9%	-$355K	0.01%	872
2022 Q2	$4.04M	Sell	52,650 -4,708	-8%	-$363K	0.01%	873
2022 Q1	$4.47M	Buy	57,358 +8,892	+18%	+$706K	0.01%	920
2021 Q4	$3.92M	Buy	48,466 +5,255	+12%	+$427K	﹤0.01%	846
2021 Q3	$3.25M	Buy	43,211 +4,807	+13%	+$395K	﹤0.01%	825
2021 Q2	$3.15M	Sell	38,404 -803	-2%	-$66.1K	﹤0.01%	901
2021 Q1	$3.22M	Sell	39,207 -1,076	-3%	-$88.8K	﹤0.01%	859
2020 Q4	$3.34M	Buy	40,283 +5,896	+17%	+$489K	0.01%	812
2020 Q3	$2.86M	Hold	34,387	–	–	0.01%	753
2020 Q2	$2.86M	Sell	34,387 -2,520	-7%	-$208K	0.01%	731
2020 Q1	$3.03M	Hold	36,907	–	–	0.01%	662
2019 Q4	$2.98M	Sell	36,907 -31	-0.1%	-$2.5K	0.01%	748
2019 Q3	$2.98M	Sell	36,938 -215	-0.6%	-$17.3K	0.01%	710
2019 Q2	$2.99M	Sell	37,153 -4,765	-11%	-$380K	0.01%	706
2019 Q1	$3.34M	Buy	+41,918	New	+$3.31M	0.01%	652

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Eaton Vance Management's BSV Position: Q3 2022 in Review

Eaton Vance Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q3 2022, selling an estimated $355K and leaving 48,010 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #872.

Eaton Vance Management first reported a position in BSV in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.47M in Q1 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Eaton Vance Management held 48,010 shares of Vanguard Short-Term Bond ETF worth $3.59M as of Q3 2022.
Eaton Vance Management sold 4,640 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $355K.
Vanguard Short-Term Bond ETF made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #872 holding.
Eaton Vance Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's Vanguard Short-Term Bond ETF position peaked at $4.47M in Q1 2022.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.